Manage Mosaic Models in Workstation

Starting in Strategy One (August 2025), Mosaic model refresh supports OAuth authentication.

Starting in Strategy One (June 2025), you can view Mosaic models under the Modeling section in Workstation. You can also schedule refreshes for your Mosaic models.

To edit Mosaic models, right click the model and select Edit in Library.

You are also able to perform the following actions on Mosaic models directly in Workstation:

  • Schedule Refreshes

  • Manage Security Access

Manually Refresh a Mosaic Model

  1. In the left Navigation pane, click Mosaic Models.

  2. Right-click your Mosaic model and click Refresh.

  3. Choose a Refresh Policy from the drop-down list. For more information on refresh policies, see Republish Datasets.

  4. Click Refresh.

  5. If your refresh encounters an error:

    1. Click OK.

    2. Click Input Credentials.

    3. Log in to your 3rd party software.

    4. Click Refresh.

  6. Click Done.

Schedule a Mosaic Model Refresh

Strategy (October 2026) adds two new refresh policies, Delete existing and add new data based on filter and Delete existing data based on filter.

Starting in Strategy (September 2026), you can refresh Mosaic models with filters without an existing cube cache or full publish. You can configure a filtered scheduled refresh directly in the model without publishing, enabling the system to refresh only the required data and improve performance. For more information on the updated behavior, see Post Strategy (September 2026) Upgrade Schedule Refresh Behavior.

Prerequisite

Before scheduling a refresh, create or find an existing schedule to use as a schedule template for your Mosaic model. For more information on creating a schedule, see Create and Edit Schedules.

Schedule a Mosaic Model Refresh

  1. In the left Navigation pane, click Mosaic Models.

  2. Right-click your Mosaic model and click Schedule Refresh.

  3. Expand the Schedule drop-down list and choose the schedule template you identified in the Prerequisite.

  4. Type a Schedule Name.

  5. Optionally select the check box next to the data sources you want to refresh.

  6. Choose a Model Refresh Policy or Refresh Policy from the following options:

    If a data source Refresh Policy value differs from the default Model Refresh Policy value, the Refresh Policy value will take precedence.

    • Replace existing data: Overwrites existing data.

    • Add new data: Retains existing data without modifying it, and adds new data not previously included.

    • Update existing data: Updates your existing data.

    • Update existing data and add new data: Updates your existing data and adds new data not previously included.

    • Delete existing and add new data based on filter: Starting in Strategy (October 2026), removes rows that may have been deleted in the underlying source and adds new data.

    • Delete existing data based on filter: Starting in Strategy (October 2026), deletes data from a defined filter.

      If no filter is added, all rows are deleted.

  7. Optionally define a refresh filter:

    1. Select Refresh Filter next to a Data Source.

    2. In the Based on drop-down list, choose an option and define the filter depending on your selection.

    3. Click Save.

    4. To add more filters for the data source, click Add New and define your new filter.

    5. Click Save. Refresh Filter indicates that there is a refresh filter set on the schedule.

      • Not Set: The refresh filter is not dependent on the table.

      • Set: The refresh filter is dependent on the table.

      • N/A: The table does not support refresh filters. The table may not be supported if the source is a local file or the table has saved wrangle operations.

  8. To refresh your data source immediately, select the check box next to Refresh data now.

  9. Click Save.

Post Strategy (September 2026) Upgrade Schedule Refresh Behavior

Strategy (September 2026) adds the ability to schedule refreshes with filters without publishing. For the first scheduled refresh of an eligible, unpublished Mosaic model, add, insert, and update policies are treated as a replace policy.

For example, if the source contains 1,000 rows, the filter selects 100 rows, and the scheduled refresh now only fetches the 100 matching rows rather than all 1,000 rows during the initial publish.

Policy behavior for non-replace policies Prior to Strategy (September 2026) After Strategy (September 2026)

Initial publish

 Loads 1,000 rows Loads no data

Filtered refresh

Applies the selected policy

Replaces the initial empty data with 100 filtered rows
Final model data Retains all 1,000 rows Contains only the 100 filtered rows

The above behavior only applies to the first refresh when no valid cache exists. Later refreshes use the selected refresh policy as expected.

Manage Mosaic Model Security Access

You can manage security access for Mosaic models directly in Workstation.

To learn more about security filters, see how to create and edit security filters in Workstation.